Julian Salisbury, Global Head of Goldman Sachs Asset Management, shares his thoughts on the markets and investing. Scott Minerd, Global CIO at Guggenheim, discusses market headwinds and bubbles. Former Labor and Transportation Secretary Elaine Chao talks about infrastructure and job creation.

Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Julian Salisbury, Global Head of Goldman Sachs Asset Management, shares his thoughts on the markets and investing. Scott Minerd, Global CIO at Guggenheim, discusses market headwinds and bubbles. Former Labor and Transportation Secretary Elaine Chao talks about infrastructure and job creation.Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology. You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET: http://bit.ly/3vTiACF. 

Listen for reporting from the magazine that helps global leaders stay ahead. Hosts Carol Massar and Tim Stenovec cover the changing world of money, power and technology.&nbsp;You can watch and listen to Businessweek LIVE on YouTube, weekdays from 2PM to 5PM ET:&nbsp;<a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.&nbsp;

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

More From Day Two at Milken Global Conference

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/9a443168-8be9-4607-956d-ae2b0021c99b/transcript

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF

AI developers including Anthropic and OpenAI are clashing with the Trump administration over their calls for an industrywide slowdown in artificial intelligence development, a proposal that’s already triggered a selloff across technology stocks and has brought into question the resilience of a global data center boom.  

Bloomberg Economics uses a state-of-the-art approach to estimate exposure to AI across major economies, and expertise from the US and UK to Mainland China, South Korea, Taiwan and beyond to assess the current impact and future outlook.

On today's episode:
Tom Orlik, Bloomberg Economics Chief Economist
Mike Shepard, Bloomberg News Senior Editor of Technology & Strategic Industries
Brian Moynihan, Bank of America CEO with Bloomberg Deals Host, Dani Burger
John Tozzi, Bloomberg News Health Care Reporter

The people, companies and trends shaping the global economy. Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF
AI developers including Anthropic and OpenAI are clashing with the Trump administration over their calls for an industrywide slowdown in artificial intelligence development, a proposal that&rsquo;s already triggered a selloff across technology stocks and has brought into question the resilience of a global data center boom.&nbsp; Bloomberg Economics uses a state-of-the-art approach to estimate exposure to AI across major economies, and expertise from the US and UK to Mainland China, South Korea, Taiwan and beyond to assess the current impact and future outlook.
On today's episode:
<ul>
<li>Tom Orlik, Bloomberg Economics Chief Economist</li>
<li>Mike Shepard, Bloomberg News Senior Editor of Technology &amp; Strategic Industries</li>
<li>Brian Moynihan, Bank of America CEO with Bloomberg Deals Host, Dani Burger</li>
<li>John Tozzi, Bloomberg News Health Care Reporter</li>
</ul>

Global AI Supercycle Raises Productivity Questions

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f81ec834-47e5-45dc-aaef-b4c5017736ce/transcript

Prediction Market platform Kalshi is launching the 'first-of-its-kind' perpetual futures, fully regulated by the CFTC. Kalshi Chief Risk Officer Udesh Jha discusses how the company is hoping to expand past gold & silver eventually, to seek approval for regulated perpetual futures tied to single stocks.

Prediction Market platform Kalshi is launching the 'first-of-its-kind' perpetual futures, fully regulated by the CFTC. Kalshi Chief Risk Officer Udesh Jha discusses how the company is hoping to expand past gold &amp; silver eventually, to seek approval for regulated perpetual futures tied to single stocks.

Kalshi Launches Gold & Silver Perpetuals

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/fa9fcda1-8ce8-44a3-97e2-b4c2017c6565/transcript

Be it the influence of AI or the rise of unicorns, startups face an evolving growth landscape. This raises some crucial questions for founders: What does scale look like, how can it be achieved and where in the world is the best place to do it? Hear from a leading VC firm and an enterprising startup about the shifting growth expectations facing founders, and the business ecosystems that facilitate success.  

This episode is sponsored by the Dubai Department of Economy and Tourism.

Be it the influence of AI or the rise of unicorns, startups face an evolving growth landscape. This raises some crucial questions for founders: What does scale look like, how can it be achieved and where in the world is the best place to do it? Hear from a leading VC firm and an enterprising startup about the shifting growth expectations facing founders, and the business ecosystems that facilitate success. &nbsp;
This episode is sponsored by the Dubai Department of Economy and Tourism.

Economy of Scale: SMEs & Startups (Sponsored Content)

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e6ed58c2-dc52-41a0-93b0-b4c200f4ff8b/transcript

More From Day Two at Milken Global Conference

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